Latest Institutional Purchases of Technology Sector Spdr (XLK)
This list provides information on the latest institutional transactions involving Technology Sector Spdr (XLK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
997+ 4.02% |
$206K - $241K
|
25.8K
$6.52M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
997+ 62.82% |
$206K - $241K
|
2.58K
$654K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
997+ 5.89% |
$206K - $241K
|
17.9K
$4.54M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
994New |
$205K - $241K
|
994
$251K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
993+ 0.73% |
$205K - $240K
|
136K
$34.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
983+ 18.93% |
$203K - $238K
|
6.18K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
969+ 0.38% |
$200K - $235K
|
255K
$64.6M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
963+ 20.11% |
$199K - $233K
|
5.75K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
953+ 18.87% |
$197K - $231K
|
6K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
942New |
$194K - $228K
|
942
$238K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
933+ 9.46% |
$193K - $226K
|
10.8K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
905+ 47.18% |
$187K - $219K
|
2.82K
$714K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
905+ 2.58% |
$187K - $219K
|
36K
$9.11M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
887+ 7.92% |
$183K - $215K
|
12.1K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
871+ 4.9% |
$180K - $211K
|
18.6K
$4.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
869+ 4.37% |
$179K - $210K
|
20.8K
$5.25M
|
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
867+ 90.69% |
$179K - $210K
|
1.82K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
864+ 13.03% |
$178K - $209K
|
7.49K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
861+ 0.83% |
$178K - $209K
|
105K
$26.6M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
860+ 19.61% |
$177K - $208K
|
5.25K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
857+ 92.65% |
$177K - $208K
|
1.78K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
856+ 4.43% |
$177K - $207K
|
20.2K
$5.11M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
856New |
$177K - $207K
|
856
$217K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
855+ 1.13% |
$176K - $207K
|
76.9K
$19.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
855+ 16.96% |
$176K - $207K
|
5.9K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
845+ 13.3% |
$174K - $205K
|
7.2K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
839+ 69.74% |
$173K - $203K
|
2.04K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
838+ 4.3% |
$173K - $203K
|
20.3K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
815+ 0.7% |
$168K - $197K
|
117K
$29.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
814+ 8.78% |
$168K - $197K
|
10.1K
$2.55M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
811+ 1.95% |
$167K - $196K
|
42.4K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
794+ 20.64% |
$164K - $192K
|
4.64K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
785+ 7.88% |
$162K - $190K
|
10.7K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
772+ 1.45% |
$159K - $187K
|
53.8K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
771+ 0.97% |
$159K - $187K
|
80.7K
$20.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
770+ 19.81% |
$159K - $186K
|
4.66K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
761+ 29.24% |
$157K - $184K
|
3.36K
$851K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
730+ 5.31% |
$151K - $177K
|
14.5K
$3.66M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
726+ 13.29% |
$150K - $176K
|
6.19K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
725+ 6.5% |
$150K - $176K
|
11.9K
$3M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
706+ 70.6% |
$146K - $171K
|
1.71K
$432K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
704+ 5.27% |
$145K - $170K
|
14.1K
$3.56M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
702+ 6.89% |
$145K - $170K
|
10.9K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
700+ 145.83% |
$144K - $170K
|
1.18K
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
693+ 1.3% |
$143K - $168K
|
53.8K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
687+ 4.45% |
$142K - $166K
|
16.1K
$4.08M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
682+ 20.19% |
$141K - $165K
|
4.06K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
677+ 6.61% |
$140K - $164K
|
10.9K
$2.76M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
676+ 21.81% |
$140K - $164K
|
3.78K
$955K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
666+ 0.84% |
$137K - $161K
|
79.7K
$20.2M
|